CWA

Clearview Wealth Advisors Portfolio holdings

AUM $156M
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$8.86M
3
+$8.41M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$5.48M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$5.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.32%
2 Consumer Staples 3.62%
3 Financials 3.45%
4 Healthcare 3.4%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$25K 0.02%
+447
277
$25K 0.02%
+426
278
$25K 0.02%
+207
279
$25K 0.02%
+913
280
$24K 0.02%
+1,154
281
$24K 0.02%
+3,077
282
$24K 0.02%
+422
283
$24K 0.02%
+144
284
$24K 0.02%
+109
285
$23K 0.02%
+885
286
$23K 0.02%
+781
287
$23K 0.02%
+910
288
$23K 0.02%
+1,226
289
$23K 0.02%
+318
290
$22K 0.01%
+891
291
$22K 0.01%
+430
292
$22K 0.01%
+500
293
$21K 0.01%
+168
294
$21K 0.01%
+283
295
$21K 0.01%
+100
296
$20K 0.01%
+196
297
$20K 0.01%
+262
298
$20K 0.01%
+796
299
$20K 0.01%
+377
300
$20K 0.01%
+105
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